401(k) Real Talk Episode 114: July 17, 2024

Welcome to this week’s edition of 401(k) Real Talk, where Fred Barstein, contributing editor for WealthManagement.com’s RPA channel, reviews all of last week’s industry news and selects the five most important/interesting stories.

1. Advisor satisfaction with independent broker/dealers drops
2. Mutual funds and ETFs drop to lowest price ever
3. House warns Biden administration to heed overturning of Chevron
4. As benefits cost rise employees will to buy less
5. The future of IRA rollovers

Worth reading/listening/noting:

1. Encore says industry overreacting to overturning of Chevron
2. Bain Capital buys Envestnet
3. Vanguard leans into consultant and advisor relations as new CEO takes over
4. Clearing misconceptions about CITs
5. Prime Capital and Pensionmark rebrand

Read the transcript